LCM

Liberty Capital Management Portfolio holdings

AUM $496M
1-Year Est. Return 14.96%
This Quarter Est. Return
1 Year Est. Return
+14.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$381M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$2.37M
2
+$1.88M
3
+$1.18M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.13M
5
PANW icon
Palo Alto Networks
PANW
+$850K

Top Sells

1
+$1.12M
2
+$1.12M
3
+$666K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$641K
5
AAPL icon
Apple
AAPL
+$603K

Sector Composition

1 Technology 20.48%
2 Healthcare 11.11%
3 Financials 9.11%
4 Consumer Discretionary 9.07%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.2M 6.88%
110,492
+10,002
2
$18.6M 4.87%
96,396
-3,130
3
$13.5M 3.54%
21,573
-957
4
$11.1M 2.91%
16,785
-522
5
$9.8M 2.57%
26,048
-116
6
$9.69M 2.54%
63,775
-1,071
7
$9.19M 2.41%
35,281
-834
8
$9.01M 2.36%
16,970
-342
9
$8.65M 2.27%
61,937
-3,350
10
$7.89M 2.07%
34,103
-4,821
11
$7.85M 2.06%
22,666
-287
12
$7.75M 2.03%
51,420
-1,856
13
$7.46M 1.96%
14,162
-575
14
$7.07M 1.86%
53,232
-1,225
15
$6.89M 1.81%
139,040
+1,000
16
$6.86M 1.8%
369,531
+22,572
17
$6.79M 1.78%
82,352
-1,788
18
$5.99M 1.57%
22,867
-150
19
$5.86M 1.54%
37,787
+940
20
$5.69M 1.49%
118,781
+6,689
21
$5.46M 1.43%
22,588
+9
22
$5.39M 1.41%
105,584
+12,938
23
$5.21M 1.37%
167,138
-14,315
24
$5.06M 1.33%
17,076
-40
25
$4.68M 1.23%
63,571
+16,017
1
2 3 4 5